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Supply chains remain wonky… and will continue that way for awhile (Jason Miller blog part 4)

NC State SCRC

Freight was completely flat… Until 2001, when they exploded upward. In particular, pay attention to the red 2021 line – which is nowhere near where it was in the past for 2018-2020. For brick-and-mortar sectors, e-commerce as a percentage of each sector’s total sales fell in Q4 2021 from Q4 2020.

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Interoceanic Passages

Abivin

It is standard procedure to unload some Mediterranean-bound ships and use the Sumed pipeline to move the excess cargo. meters in 2001. Risks come with larger ships transiting the canal, as demonstrated by the 2021 grounding of a 20,000 TEU containership that delayed traffic for six days. billion tons of cargo (as of 2020).

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